EPACK Durable Limited — PPTs, 19-07-2025: Investor Presentation

Here is the summary of EPACK Durable Limited's earnings presentation:

**1. Financial Highlights:**

EPACK Durable's Q1 FY26 operating revenue dropped 14.4% YoY to INR 662.4 Cr. Despite this, Operating EBITDA rose 5.6% YoY to INR 54.6 Cr, boosting margins to 8.24%, primarily driven by strong growth in Components (+556% YoY) and LDA segments (+29% YoY). Net Profit stood at INR 22.9 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Company targets India's booming RAC market and is expanding its SDA segment with new product launches. A significant INR 450-500 Cr capex is planned by Q1 FY27 to boost capacity and new offerings, capitalizing on domestic manufacturing.

**3. Business Developments:**

Q1 saw new customer additions and diversification into Energy Meter components. Key partnerships include Hisense for AC/appliance manufacturing and a 50:50 JV (EPAVO) for BLDC motors, starting production Q2 FY26, strengthening backward integration.

**4. Market Position & Competitive Advantage:**

EPACK is India's 2nd largest RAC ODM and top Induction Cooktop ODM/OEM, known for deep backward integration. Serving over 55 major clients, it has diversified its product mix, reducing reliance on top customers.

**5. Investor Implications:**

Despite Q1 revenue headwinds, EPACK's strategic focus on high-growth segments and new partnerships signals positive growth potential. Diversification and substantial capex enhance long-term outlook. Execution of new ventures will be key to monitor.